COMPASS FINANCIAL MANAGEMENT LLC’s Align Technology ALGN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio ALGN Stock Details ALGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$347	Buy	+2	New	+$347	﹤0.01%	1443

Other funds holding ALGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ALGN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Align Technology (ALGN) in Q2 2026: 2 shares worth $347. The stake represents ﹤0.01% of the portfolio and ranks #1443 among its holdings.

444 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2 shares of Align Technology worth $347 as of Q2 2026.
Align Technology was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Align Technology made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1443 holding.
444 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.